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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,878 | $102,422-84.5% | $147,117-89.2% | $80,959-80.4% |
| Participation rate | 64.3% | 75.9%-11.6pp | 82.2%-17.9pp | 67.7%-3.4pp |
| Annual return | 11.33% | 135.16%-123.8pp | 420.54%-409.2pp | 35.67%-24.3pp |
| Employer contribution / active EE | $611 | $3,717-83.6% | $4,932-87.6% | $2,757-77.8% |
| Participant deferral / active EE | $3,384 | $6,652-49.1% | $8,065-58.0% | $4,300-21.3% |
| Admin fee / account holder | $1,055 | $7,953-86.7% | $12,993-91.9% | $6,925-84.8% |